General

Getting Started

A
13 articles in this collection
Written by Alexander Hayden

How to Log in to RealScale

A
Written by Alexander Hayden
Updated over a week ago

Default Dates

Presave Custom Default Dates for Transactions
A
Written by Alexander Hayden
Updated over a week ago

Auto Emails

Setting up review request and quality control auto-emails in RealScale
A
Written by Alexander Hayden
Updated over a week ago

1099 Reports

Get a summary of all payments to agents and payees for your 1099 Report
A
Written by Alexander Hayden
Updated over a week ago

How to Add/Change/Delete Lead Sources

Configuring lead sources in Realscale including adding, deleting, and editing them. Comparing income through different Lead Sources
A
Written by Alexander Hayden
Updated over a week ago

How to Add/Delete/Deactivate/Edit Users

Adding and managing the company's Realscale account users
A
Written by Alexander Hayden
Updated over a week ago

User Access Roles/Permissions

A
Written by Alexander Hayden
Updated over a week ago

How to Change Required Documents

Managing the list of required documents for your transactions
A
Written by Alexander Hayden
Updated over a week ago

Integrating Your Email with RealScale

Here's how to use RealScale's email integration.
A
Written by Alexander Hayden
Updated over a week ago

How to Add/Edit/Remove Documents on a Transaction

A
Written by Alexander Hayden
Updated over a week ago

FollowUpBoss Integration

A
Written by Alexander Hayden
Updated over a week ago

How to Generate a CDA

A
Written by Alexander Hayden
Updated over a week ago

How to Upload Company Documents

Managing company docs, including uploading new, editing, downloading and removing them
A
Written by Alexander Hayden
Updated over a week ago